Derivatives

31 July 2026
Japan Jobless Rate Holds at 2.5%, Keeping Bank of Japan on Course for Policy Normalisation

Japan’s unemployment stayed at 2.5% in June, supporting BoJ normalization and fueling bearish JGB, stronger yen trades.

31 July 2026
Estimates Suggest China’s Hidden Gold Buying Narrows US Reserve Gap as Hong Kong Builds Clearing Hub

Covert Chinese gold buying may narrow US reserve gap, boosting prices as clearing shifts eastward fast.

31 July 2026
Doubts over US gold audit and surging China buying fuel bullish price forecasts for bullion

US gold reserves face audit doubts as China’s hidden buying grows, boosting bullish long-dated options strategies.

31 July 2026
Fed holds rates as three dissent, long maturities sell off amid quieter guidance and balance sheet rise

Fed holds rates despite dissent; Warsh’s sparse guidance, rising yields and balance-sheet growth fuel volatility strategies.

31 July 2026
Apple Slides on Services Miss as Amazon Jumps on AWS-Fuelled Earnings Beat

Apple beats overall but drops on Services miss; Amazon surges on AWS-driven results, boosting options volatility.

31 July 2026
China Politburo Signals Fiscal Push Without Big Stimulus, Boosting China Assets and Yield Risks

July Politburo signaled restrained stimulus; H2 executes faster fiscal spending, boosts growth, supports equities, lifts yields.

31 July 2026
Ringgit Faces Downward Pressure as US Yields, Hormuz Risks and State Elections Fuel Volatility

Ringgit pressured by high US yields, Middle East risks, and domestic politics; volatility expected; hedging strategies advised.

31 July 2026
South Korean curbs on leveraged ETFs lift won; USD/KRW hits five-month low amid BoK tightening bets

USD/KRW hit 1,444 as Korea curbed leveraged ETFs; hawkish BoK, export inflows signal further won strength.

31 July 2026
Eurozone GDP matches US growth as AI and aerospace underpin resilience amid energy-driven inflation shock

Eurozone and US GDP rose 0.4% in Q2 2026; AI, aerospace boosted Europe amid shocks.

31 July 2026
Gold Tops US Treasuries as Central Banks Repatriate Bullion and Eastern Pricing Gains Ground

Gold eclipses Treasuries as reserves shift: central banks repatriate, Hong Kong-SGE link rises, Fort Knox audit looms.

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